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Disclosery

Key Financial Inc: V position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Key Financial Inc on V, newest first. How the timeline and the estimate are built.

Key Financial Inc held 2,867 V shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,867 shares
    Change vs previous 13F -39 shares

    0.16% of the 13F portfolio, value $983,639.

    13F-HR 0001420506-26-001284 filed by Key Financial Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 2,906 shares
    Change vs previous 13F +130 shares

    0.16% of the 13F portfolio, value $878,309.

    13F-HR 0001420506-26-000728 filed by Key Financial Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 2,776 shares
    Change vs previous 13F +849 shares

    0.18% of the 13F portfolio, value $973,571.

    13F-HR 0001420506-26-000230 filed by Key Financial Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,927 shares
    Change vs previous 13F +9 shares

    0.12% of the 13F portfolio, value $670,268.

    13F-HR 0001420506-25-003018 filed by Key Financial Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,918 shares
    Change vs previous 13F -37 shares

    0.14% of the 13F portfolio, value $680,986.

    13F-HR 0001420506-25-001702 filed by Key Financial Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,955 shares
    Change vs previous 13F -15 shares

    0.15% of the 13F portfolio, value $685,149.

    13F-HR 0001420506-25-000850 filed by Key Financial Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,970 shares
    Change vs previous 13F -29 shares

    0.14% of the 13F portfolio, value $622,599.

    13F-HR 0001420506-25-000102 filed by Key Financial Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 1,999 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $549,625.

    13F-HR 0001420506-24-002182 filed by Key Financial Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).